随着智能化进入下半场，过去高度依赖进口的汽车芯片市场，正在发生改变。 近日，"蔚来世界模型NWM"陆续推送到蔚来ET9、新ES6、新EC6等车型，开始在自研芯片"神玑 NX9031"上运行，但刚刚预售的乐道L90仍搭载的是英伟达Orin X芯片。 7月11月，蔚来创始人、董事长、CEO李斌在媒体会上向《中国经营报》记者表示，神玑是全球首个车 规级5纳米高阶智能驾驶芯片，一开始的产能是有限的，所以在较长时间内将主要应用于蔚来品牌，不 会上车乐道品牌。"乐道L90选择英伟达Orin X芯片，一方面在于这款芯片供应量十分充足；另一方面， 此前蔚来大部分车辆都使用这款芯片，积累的数据闭环可以快速让乐道复用。" 记者了解到，汽车应用场景极为丰富和复杂，除了产能问题，汽车芯片还有更高的可靠性要求。一款汽 车芯片想要进入国际通用汽车供应链认证通常需要2—4年，相关企业普遍面临研发投入大、回收成本难 的困境。 中经记者 郭阳琛 石英婧 上海报道 这让国际半导体巨头英特尔也不得不断臂求生。不久前，英特尔决定逐步收缩汽车业务，而这距离其首 次参加上海国际车展仅过了两个月。当时，英特尔还发布了第二代AI增强型软件定义汽车系统级芯片 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容 编译自 manufacturingdive 。 根据最新的工人调整和再培训通知文件，英特尔公司将在四个州裁员超过5000人。大部分裁员发 生在加利福尼亚州和俄勒冈州。 根据最近的工人调整和再培训通知文件，此次裁员将于 7 月 11 日生效，将影响在加利福尼亚州、 俄勒冈州、德克萨斯州和亚利桑那州工作的数百名英特尔员工。 受影响的员工中约有一半（约855人）来自英特尔位于加州圣克拉拉和福尔瑟姆的办公室和设施。 该公司还将在俄勒冈州希尔斯伯勒及其附近的四个园区裁员529人，这些园区被认为是该公司研发 业务的核心。 此外，根据截至 7 月 11 日的 WARN 文件，英特尔最近已向亚利桑那州钱德勒的 172 名员工和德 克萨斯州奥斯汀的 110 名员工发出了裁员通知。 一位发言人拒绝透露公司哪些部门或部门将受到影响。6月底，英特尔表示将"逐步关闭"其客户端 计算集团内的汽车业务。 据以色列新闻媒体 Ynet 报道，英特尔还已开始向以色列的数百名员工发出裁员通知，英特尔在以 色列的 Kiryat Gat 园区雇佣了大约 4,000 名员工。 自今年 3 月上任 ...

Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Intel (INTC) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 24, might help the stock move higher if these key numbers are better than expectations. On the ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

根据KeyBanc Capital Markets 的报告，台积电的N2 制程目前表现出卓越的领先优势。截至2025 年中期，台积电的N2 制程良率大约达到65%，这项数据显著的超越了其主要竞争对手，这使得台 积电在全球晶圆代工领域持续保持领导地位。 如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容来自technews。 报告强调，尽管业界有传闻表示，英特尔可能加速其发展路线，跳过Intel 18A-P 直接进入Intel 14A 制程，但报告认为，这种情况发生的可能性不大。报告指出，Intel 18A-P 相对于台积电N2 制程的竞争力，以及Intel 14A 制程预计在2027 年底，或2028 年初才能开始生产的时间点，都使 得跳过节点的策略既充满风险，又具操作复杂性。这代表英特尔更倾向于稳健的推进其既定路线， 逐步提升技术成熟度与良率。 最后，与台积电和英特尔形成鲜明对比的是，三星的2 纳米制程。其代号为SF2 的制程技术尚未展 现出有意义的良率提升。目前，SF2 的产量大约保持在40% 的水平，这远低于台积电和英特尔的 报告指出，为了巩固并扩大这一领先优势，台积电正持续投入于N2 制程的良率 ...

Summary of Conference Call Company Overview - The conference call involved Intel, with CEO Lipu Tan and CFO David Finzner presenting the first quarter results and future strategies [1][2]. Key Industry Insights - The semiconductor industry is facing macroeconomic uncertainties, impacting demand and pricing strategies [2][9]. - The company is focusing on AI workloads and redefining its product portfolio to meet emerging demands in the computing landscape [4][5]. Financial Performance - Q1 revenue was reported at $12.7 billion, exceeding guidance, driven by strong Xeon sales [7]. - Non-GAAP gross margin was 39.2%, approximately three percentage points above guidance, attributed to better-than-expected demand for Raptor Lake [7]. - Earnings per share (EPS) for Q1 was $0.13, surpassing the breakeven guidance due to higher revenue and lower operating expenses [7]. - Operating cash flow was $800 million, with capital expenditures (CapEx) of $6.2 billion [7]. Cost Management and Operational Efficiency - The company plans to reduce operating expenses (OPEX) to $17 billion in 2025 and $16 billion in 2026, reflecting a $500 million reduction from previous expectations [10]. - A target of $18 billion for gross CapEx in 2025 was set, down from $20 billion, focusing on operational efficiencies [10]. - The leadership structure has been flattened to enhance decision-making speed and reduce bureaucratic hurdles [2][3]. Product Strategy and Innovation - Intel aims to refocus on building best-in-class products, particularly in client and data center computing, with a strong emphasis on AI capabilities [4][5]. - The company is prioritizing the launch of Panther Lake and Clearwater Forest products, with the first SKU expected by year-end 2025 [16][17]. - A shift towards a customer service mindset in the foundry business is emphasized, recognizing the diverse needs of different customers [5][12]. Market Outlook and Guidance - The forecast for Q2 revenue is between $11.2 billion and $12.4 billion, reflecting a potential decline due to macroeconomic pressures [9]. - The company anticipates a contraction in the total addressable market (TAM) and is preparing for potential impacts from tariffs [9][27]. - Long-term growth is expected to be driven by AI products, with a focus on edge AI and reasoning models [19][28]. Risks and Challenges - The company acknowledges risks related to macroeconomic conditions, including potential pullbacks in investment and spending [9][21]. - There is a noted challenge in maintaining market share amidst increasing competition, particularly from ARM in the data center segment [25]. Additional Considerations - The company is exploring partnerships to enhance its AI strategy and is committed to a balanced approach in manufacturing, leveraging both internal and external foundry capabilities [30][32]. - The divestiture of a 51% stake in Altera is expected to close in the second half of 2025, which will impact future operating expense calculations [8][31]. This summary encapsulates the key points discussed during the conference call, highlighting Intel's current performance, strategic direction, and the challenges it faces in the semiconductor industry.

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 semiengineering 。 过去十年，数据中心处理器市场经历了两次重大转变。 过去，所有数据中心的计算都是 x86 架构，其中超过 90% 都来自英特尔。GPU 于 2016 年首次出现在数据中心（Pascal GPU）。 现在，大多数计算都在 GPU 上完成。AMD 正努力在 x86 市场超越英特尔，而基于 Arm 的 CPU 则在 NVIDIA 和超大规 模厂商的推动下快速增长。 AMD 正在数据中心 CPU 领域取代英特尔 AMD 正在迅速抢占英特尔在 x86 数据中心处理器领域的份额。 如上图所示，AMD 的份额目前为 40%，而 2018 年几乎为零。这是因为： Arm 高级副总裁兼数据中心基础设施总经理 Mohamed Awad 在 3 月份表示，到 2024 年底，基于 Arm 的 CPU 在数据中 心的份额约为 15%。但他预计，到 2025 年底，Arm 的 CPU 份额将增长到接近 50%——这大概是出货量份额。（下文将 介绍 Arm 的份额可能达到 50%，但要到 2020 年后期）。 这是因为另外两个重大转变。 ...

Group 1 - The core viewpoint of the article highlights Intel's progress in its 18A process technology, with yield rates improving from 50% to 55%, surpassing Samsung's 2nm process yield of approximately 40% [1] - Although Intel's yield is still below TSMC's 2nm yield of 65%, it is expected to meet the conditions for high-volume manufacturing (HVM) by 2025, with potential yield improvements up to 70% [1] - The advancements in the 18A process will support the development of Intel's upcoming Panther Lake series and lay the groundwork for providing services to external customers in the future [2] Group 2 - Intel plans to transition to the 14A process after achieving success with the 18A process to further enhance its competitiveness in the high-end chip market [3]

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容来自 udn 。 台积电2纳米再添大客户。业界传出，英特尔已将2026年重磅级桌上型电脑处理器Nova Lake-S委 托台积电代工，现正进入2纳米制程设计定案阶段，待后续完成验证迈入量产，预计2026年第3季 问世，挹注台积电先进制程接单热转。 外媒GURU 3D网站报导，英特尔Nova Lake-S处理器最近已在台积电完成设计定案。外界原推 测，Nova Lake有一部分晶圆块是以英特尔自家18A制程生产。 最新消息传出，Nova Lake-S处理器当中仍有至少一个晶圆块是采台积电2纳米制程制造。这使得 Nova Lake具备生产灵活弹性，可能防止因为英特尔本身的制造限制而出现晶圆延迟或短缺影响。 英特尔与台积电是「竞争又合作」的关系。英特尔先前已将旗下Lunar Lake与Arrow Lake处理器 的运算晶圆块交给台积电以3纳米制程生产，如今双方合作关系延伸至2纳米，Nova Lake-S将是英 特尔第一批采用台积电2纳米制程生产的处理器。 目前市场传出，Nova Lake将会有多个版本，涵盖桌机与笔电应用不同等级的处理器，其中Nova Lake ...